MOTCO’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

MOTCO’s Portfolio BPK Stock Details BPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-400	Closed	-$6K	–	593
2013 Q2	$6K	Buy	+400	New	+$6.56K	﹤0.01%	530

Other funds holding BPK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MOTCO's BPK Position: Q3 2013 in Review

MOTCO sold out of Blackrock Muni 2018 Term Tr (BPK) in Q3 2013, closing a stake of 400 shares — an estimated $6K sold.

MOTCO first reported a position in BPK in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 28 funds tracked by Wall St. Rank hold BPK as of Q3 2013.

MOTCO reported no remaining Blackrock Muni 2018 Term Tr position as of Q3 2013 after selling out during the quarter.
MOTCO sold 400 Blackrock Muni 2018 Term Tr shares in Q3 2013, an estimated $6K.
MOTCO first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and held it in 1 quarter.
MOTCO's Blackrock Muni 2018 Term Tr position peaked at $6K in Q2 2013.
28 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q3 2013.

Based on MOTCO's 13F filing for Q3 2013, filed 29 Oct 2013.